During the Onboarding process, you will be required to submit files with your Units, Tenants, and Owners information. Following the below instructions is critical to ensure your data is imported correctly and seamlessly into your Property Meld Account.
Overview of Steps
- Follow the instructions listed here to obtain 2 reports:
- Tenants
- Rental Owners
- Upload and send the Excel files to your Customer Success Manager via email.
Tenants and Properties Report
NOTE: If you would like to segment your properties in Property Meld (utilize Property Groups), add a Property Group column to your exported Tenants file and indicate which Property Group each property should belong to. Refer questions to your Onboarding Lead.
Step 1:
Inside Buildium, navigate to RENTALS >> Tenants.
Step 2:
Click the download icon.
Rental Owners Report
Step 1:
Inside Buildium, navigate to RENTALS >> Rental Owners.
Step 2:
Click the download icon.
